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Showing posts from January, 2026

Structural Shift or Statistical Sleight, The change of Consumer Price Index (CPI) index Weight

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  Research Note: Structural Shift or Statistical Sleight?                                     Date: January 30, 2026     Analyzing the 2024 CPI Base Revision & Its Implications for India’s Economy   Subject: Critical Assessment of the New CPI Series (Base Year 2024)     1. Executive Summary The Ministry of Statistics and Programme Implementation (MoSPI) is set to release the new Consumer Price Index (CPI) series (Base 2024) on February 12, 2026. This represents the most significant overhaul of India’s inflation targeting framework in over a decade. By replacing the obsolete 2012 consumption basket, the government has reduced the weight of Food by nearly 9 percentage points while significantly increasing the weight of Housing and Services. The Verdict: * For Economic Growth: Highly Favorable. The revision aligns with global standards, reduc...

Understanding Multi-Asset Opportunities

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Above image as on 19th Jan, 2025 @ 2pm Markets constantly move across different asset classes — and smart investing is not about reacting, but about positioning wisely. From the current market snapshot we can clearly see movements in multiple assets: 📉 Equity Indices slightly under pressure 📉 Crude Oil correcting 📈 Gold & Silver strengthening 📈 Natural Gas showing momentum This highlights one important truth: Wealth is built by diversification across assets You are not limited to one avenue. A well-balanced portfolio may include :  ✔ Equity (for long-term growth) ✔ Debt (for stability & income) ✔ Gold & Silver (for protection & hedge) ✔ Hybrid / Multi-Asset Funds (automatic balance across assets) Why falling assets can be an opportunity? When quality assets correct: • Valuations become attractive • Future upside potential improves • SIP investors benefit from lower purchase cost • Long-term wealth is created from disciplined entry, not timing highs M...